Tyler-Stone Wealth Management’s Merck MRK Stock Holding History

Tyler-Stone Wealth Management’s Portfolio MRK Stock Details MRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$249K	Sell	3,147 -1,521	-33%	-$121K	0.04%	294
2025 Q1	$419K	Sell	4,668 -582	-11%	-$54.3K	0.08%	207
2024 Q4	$522K	Buy	5,250 +68	+1%	+$7.01K	0.09%	190
2024 Q3	$588K	Buy	5,182 +2,741	+112%	+$326K	0.11%	163
2024 Q2	$302K	Sell	2,441 -7	-0.3%	-$902	0.12%	142
2024 Q1	$323K	Buy	2,448 +438	+22%	+$54K	0.14%	135
2023 Q4	$219K	Buy	2,010 +470	+31%	+$48.8K	0.11%	168
2023 Q3	$159K	Buy	1,540 +2	+0.1%	+$216	0.09%	185
2023 Q2	$177K	Buy	+1,538	New	+$175K	0.1%	172
2022 Q4	$174K	Buy	1,570 +37	+2%	+$3.78K	0.12%	155
2022 Q3	$132K	Sell	1,533 -41,598	-96%	-$3.71M	0.1%	180
2022 Q2	$3.93M	Buy	43,131 +2	+0%	+$177	2.62%	3
2022 Q1	$3.54M	Buy	43,129 +384	+0.9%	+$30.3K	1.95%	6
2021 Q4	$3.28M	Buy	+42,745	New	+$3.4M	1.73%	9

Other funds holding MRK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tyler-Stone Wealth Management's MRK Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its Merck (MRK) stake by 33% in Q2 2025, selling an estimated $121K and leaving 3,147 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #294.

Tyler-Stone Wealth Management first reported a position in MRK in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.93M in Q2 2022. 3,327 funds tracked by Wall St. Rank hold MRK as of Q2 2025.

Tyler-Stone Wealth Management held 3,147 shares of Merck worth $249K as of Q2 2025.
Tyler-Stone Wealth Management sold 1,521 Merck shares in Q2 2025, an estimated $121K.
Merck made up 0.04% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #294 holding.
Tyler-Stone Wealth Management first reported a position in Merck in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's Merck position peaked at $3.93M in Q2 2022.
3,327 funds tracked by Wall St. Rank held Merck as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.